Waratah Minerals Limited · ASX:WTM
Waratah Minerals — Benchmark Mineral Intelligence Conference (February 2019)
16 slides from Waratah Minerals's conference presentation, Feb 6, 2019
Slide 1: Battery Minerals Limited Presentation
Battery Minerals Limited Presentation Benchmark Mineral Intelligence Conference 1 6 February 2019 1
Slide 2: Board, Management and Capital Structure
Board Management Share Price for last 12 months Jeff Dowling Ben Vanroon Non-Exec Chairman Chief Operating Officer David Flanagan Nick Day Managing Director Chief Financial Officer Brett Smith Nick Stephens Non Exec Director Head of Marketing Naomi Scott Capital Structure Gilbert George Non Exec Dir
Slide 3: Montepuez Graphite Project - Phase 1
Montepuez Graphite Project - Phase 1 Montepuez Graphite Project 1 (First Module) Capex to complete US$39.5 M C1 Opex (concentrate/t first 10yrs) US$361/t Grade processed 11% TGC (12% for first 18yrs) Plant Type and Scale Modular, ~500ktpa Projected Payback <2 years EBITDA per annum1 >US$30 Mpa Metal
Slide 4: Montepuez Graphite Project - Resources & Reserves
PrMontepuez Graphite Project - Resources & Reserves Montepuez Graphite Project1 November 2018 Ore Reserve Estimate Deposit Ore type Ore (Mt) TGC (%) Weathered 3.58 8.31 Buffalo Fresh 16.80 10.06 Subtotal 20.38 9.75 Weathered 2.41 8.39 Elephant Fresh 19.41 8.87 Subtotal 21.82 8.82 Weathered 5.98 8.34
Slide 5: Pemba Port
Pemba Port • Port Allocation approved: at Pemba Port for 100,000tpa of graphite concentrate • Pemba Port: 8-12m deep berthing water, capacity 3 – 4Mtpa cargo and goods • Vessels : Geared. 30,000t to 40,000 vessels, Container and break bulk facilities • Shipping Route: Vessel availability as required
Slide 6: Buffalo Deposit - RC Grade control - complete
Buffalo Deposit - RC Grade control - complete
Slide 7: Elephant Deposit - RC Grade control - complete
Elephant Deposit - RC Grade control - complete
Slide 8: Community Engagement - on track
Community Engagement - on track 9
Slide 9: Graphite in Electric Vehicles- VW
Graphite in Electric Vehicles- VW
Slide 10: Benchmark Minerals Intelligence – Megafactory Capacity Oct 18
Benchmark Minerals Intelligence – Megafactory Capacity Oct 18
Slide 11: Benchmark Minerals Intelligence Flake Supply - Demand Balance
Benchmark Minerals Intelligence Flake Supply - Demand Balance 11
Slide 12: Balama Central Graphite Project - Feasibility Study
Balama Central Graphite Project - Feasibility Study Balama Central Graphite Project Feasibility Study Dec 2018 Annual graphite production 58,000pa Capex (pre-production) US$69.4 M Opex (concentrate/t first 8 yrs) US$363/t Grade Processed 12.5% TGC Plant Type and Scale Modular, ~550ktpa Projected Pay
Slide 13: Battery Minerals - Production Profile
Battery Minerals - Production Profile Montepuez Montepuez Montepuez Montepuez Addition of Balama Balama Central 1 250,000 Stage 2 and Central1 Stage 2 Ramping $1,600.00 First Exports Ramping Up Stage 2 and Stage 2 and Beyond Ramping Up To 50,000 TPA Balama Stage 1 Balama Stage 1 Up To 200,000 TPA 20
Slide 14: Purification and Spheroidisation Testwork
Purification and Spheroidisation Testwork • Testwork programme undertaken by Urbix Montepuez flake identified with high crystallinity, ultra low Boron content, unique flake morphology and URBIX Purification technology together opening potential • Progress todate new markets • Purification success wi
Slide 15: Next Steps
Next Steps 1. Complete Montepuez project finance 2. Complete detailed engineering and procurement 3. Award remaining construction contracts 4. Urbix, Anode and other downstream ScopingStudy 5. Construct process plant and remaining infrastructure 6. Start mining processing and exporting 7. Investigat
Slide 16: Forward Looking Statements
Forward Looking Statements • Statements and material contained in this Presentation, particularly • The information in this report that relates to Battery Minerals’ • Battery Minerals confirms that it is not aware of any new those regarding possible or assumed future performance, resources or Minera
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